ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 132 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,085,822 | -6.2% | 68,405 | -0.6% | 3.48% | -11.2% |
| Q2 2023 | $4,355,925 | +2.9% | 68,825 | -1.4% | 3.92% | -15.6% |
| Q1 2023 | $4,232,846 | -0.3% | 69,803 | -3.5% | 4.64% | -11.8% |
| Q4 2022 | $4,245,180 | +9.4% | 72,357 | +0.5% | 5.26% | +2.2% |
| Q3 2022 | $3,880,000 | -6.3% | 72,008 | +0.5% | 5.14% | -3.8% |
| Q2 2022 | $4,142,000 | -13.8% | 71,637 | +0.3% | 5.35% | -14.7% |
| Q1 2022 | $4,806,000 | +11.8% | 71,409 | +18.1% | 6.27% | +35.3% |
| Q4 2021 | $4,297,000 | – | 60,459 | – | 4.63% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PACIFIC FINANCIAL GROUP INC | 28,030 | $7,048,000 | 5.69% |
| Matrix Trust Co | 77,863 | $19,578,000 | 5.35% |
| Benchmark Wealth Management, LLC | 22,448 | $5,644,000 | 4.19% |
| Brand Asset Management Group, Inc. | 11,046 | $2,777,000 | 1.41% |
| Karp Capital Management Corp | 18,099 | $4,551,000 | 0.82% |
| Marshall Financial Group LLC | 4,171 | $1,049,000 | 0.63% |
| S.A. Mason LLC | 2,706 | $680,000 | 0.51% |
| TAP Consulting, LLC | 4,308 | $1,083,000 | 0.34% |
| DB Wealth Management Group, LLC | 1,890 | $475,000 | 0.32% |
| AVANTAX ADVISORY SERVICES, INC. | 55,453 | $13,973,000 | 0.30% |